The internet is full of financial advice.  Some is good, some is great, and some downright dangerous.  After nearly 17 years as a financial advisor, I’ve heard it all. In this episode, I’m calling out the bad advice for retirees and pre-retirees that still gets passed around today in hopes that you will plan better for retirement!

I hope you enjoy it.

-Kevin

Takeaways:

• The internet is full of financial advice, but not all is good.
• Many retirees struggle with the concept of productivity in retirement.
• Not all financial advice is created equal; some is driven by agendas.
• Paying off a mortgage can provide peace of mind, even if it seems financially disadvantageous.
• Social security strategies should be flexible and personalized.
• Roth accounts can be beneficial, especially during the Roth Conversion Window.
• Financial planning should consider both quantitative and qualitative factors.

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This is for general education purposes only and should not be considered as tax, legal or investment advice.